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iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
426
Mission Wealth Management
California
$1.59M +$830K +5,621 +95%
CGA
427
Crescent Grove Advisors
Illinois
$1.58M +$739K +5,005 +77%
TC
428
Trilogy Capital
California
$1.58M -$1.07M -7,228 -39%
ACK
429
Andrew C. Karlinski
$1.57M -$7.23K -49 -0.4%
MFT
430
Moisand Fitzgerald Tamayo
Florida
$1.55M +$45.5K +308 +3%
AWM
431
Axxcess Wealth Management
California
$1.54M +$1.65M +11,200 New
CCB
432
Country Club Bank
Missouri
$1.53M -$487K -3,303 -23%
KBFS
433
Kohmann Bosshard Financial Services
Ohio
$1.5M – – –
RBC
434
Roble Belko & Company
Pennsylvania
$1.5M – – –
TPWA
435
TRUE Private Wealth Advisors
Oregon
$1.5M -$290K -1,962 -15%
CT
436
Cambridge Trust
Massachusetts
$1.5M +$1.17M +7,895 +262%
WS
437
Wedbush Securities
California
$1.49M +$182K +1,235 +13%
RFA
438
Resurgent Financial Advisors
Georgia
$1.49M +$1.6M +10,856 New
MWM
439
Mattern Wealth Management
Kansas
$1.49M -$11.1K -75 -0.7%
IAG
440
Investment Advisory Group
Massachusetts
$1.47M +$22.3K +151 +1%
PP
441
Paloma Partners
Connecticut
$1.47M -$1.38M -9,361 -47%
MWM
442
Marietta Wealth Management
Georgia
$1.47M +$443 +3 +0%
SCA
443
Southern Capital Advisors
Tennessee
$1.46M +$61.5K +417 +4%
GT
444
Glenview Trust
Kentucky
$1.44M -$657K -4,453 -30%
NL
445
NWAM LLC
Washington
$1.44M -$121K -821 -7%
BJL
446
Brighton Jones LLC
Washington
$1.42M +$598K +4,050 +64%
RJT
447
Raymond James Trust
Florida
$1.42M +$96.8K +656 +7%
LNC
448
Lincoln National Corp
Pennsylvania
$1.41M +$85.8K +581 +6%
IAIM
449
International Assets Investment Management
Florida
$1.41M +$742K +5,025 +97%
ANTB
450
AMG National Trust Bank
Colorado
$1.4M – – –
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